Hi, I’m Philip Sofianos Founder of The Heart of Wealth | Mortgage Broker @ Centum Financial | Global Investment Advisor | Full-Time #baddad

After 15 years in finance, I’ve learned that real wealth isn’t just about numbers—it’s about meaning. It’s about the way we live, how we connect, and what we pass on—not just financially, but emotionally, spiritually, and intentionally.

My journey has taken me from boardrooms to beachfronts, helping clients navigate everything from home financing to international real estate investments. Through The Heart of Wealth, I’ve combined my expertise in mortgage brokering, portfolio strategy, and global property markets with something even more important: heart.

What drives me isn’t just the thrill of a great investment—it’s helping people create freedom, clarity, and peace of mind. Whether you're buying your first home, expanding across borders, or restructuring your financial life, I’m here to help you build something that lasts.

But truthfully, the most important title I hold isn’t “advisor” or “broker”—it’s Dad.

My daughter is my reason for everything. Being a father has taught me more about patience, resilience, and purpose than any spreadsheet ever could. #baddad (that’s short for “bad-ass-devoted dad,” by the way).

A decade ago, I entered into a painful divorce process that is still testing every part of me—personally and professionally. Out of that experience came a powerful calling: to help others through the complex process of separation with the care, strategy, and clarity I wish I had at the time.

Now, I specialize in helping couples navigate asset division and financial transitions with dignity and structure—so they can move forward with less friction and more freedom. It’s personal to me. I’ve been there, and I understand how much strength it takes to rebuild—especially when you’re still showing up as a parent and trying to chase your own dreams.

Today, I continue to grow my vision and career with one foot in global markets and the other firmly grounded in human connection. I believe in adventure. I believe in second chances. And I believe that true wealth begins in the heart.

If that resonates with you, I’d be honored to walk the journey with you.

— Philip

Latest Articles

When the Little Brother Leads: A Spartan Lesson in Strength, Humility & Wealth That Starts Within ﻿

When the Little Brother Leads: A Spartan Lesson in Strength, Humility & Wealth That Starts Within